Throughout her career, Andrea has pursued positions that enable her to serve others. At the firm, she helps her clients become excellent savers — no matter what their investing history may be — and educates families, business owners, and executives on their financial futures. She specializes in retirement planning at all life stages and takes pride in her ability to make the world a better place, one client at a time.
Andrea considers herself caring, a hard worker, and dedicated and these characteristics shine through during her work at the firm. She is passionate about helping her clients simplify their finances so they can stress less and focus on more of what they love. Her plans work alongside her clients’ lives and she never tires of hearing about their dreams and aspirations. In addition to her caring disposition, Andrea is also highly-qualified, holding a Bachelor of Humanities with Distinction and a Master of Arts from Penn State and her FINRA Series 6, 63, 7, and 66 securities licenses.
When not in the office, Andrea enjoys spending time with family (especially her nephews) and friends, being outdoors hiking, boating, or gardening, and visiting art museums. She is an active volunteer and member of the LPGA Amateur Columbus, the National Association of Insurance and Financial Advisors, and Daughters of the American Revolution.
Registered Representative & Investment Advisory Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License # 0G74181